Use Bitrix24 Telephony to manage incoming and outgoing calls. The call form opens automatically when you make or receive a call.

Make calls in the browser and Bitrix24 Messenger

You can make calls in three ways:

1. From CRM
2. Using the dialer in the chat panel
3. From chats with call notifications

Make calls from CRM

Click a phone number in the customer form, the phone icon, or the Call button in the activity form on the timeline.

To call without opening the CRM form, click the phone icon in the Kanban view.

Use the dialer

Click the phone icon in the chat panel to open the dialer. Enter a phone number and click Call.

Make calls from chats

You can call customers directly from chats with call notifications. If you miss a call, a missed call notification appears in the chat. Click the customer’s phone number in the chat to call back.

How to call from the mobile app

You can make calls in three ways:

1. from CRM
2. using the dialer
3. from chat rooms with call notifications

Make calls from CRM

Open the customer form in the mobile app. Go to Menu > CRM > Call > Call using Bitrix24.

To call without opening the contact form, tap the phone icon in the Kanban view and select Call using Bitrix24.

Use the dialer

To call a new number, go to Menu > Call, enter the number, and tap the phone icon.

Make calls from chats

Open the chat with the customer you want to call. Tap the phone number and select Using Bitrix24.

Receive incoming calls in the browser and Bitrix24 Messenger

To answer a call, click Answer in the call form. To reject the call, click Ignore.

How to receive incoming calls in the mobile app

The call form on the mobile device has two views. If the Bitrix24 mobile app is closed during the call, you will see a regular call form. If you are working in the mobile app at the moment of the call, the Bitrix24 call form will be displayed.

How to handle calls on the phone

You can make calls from a phone in Bitrix24, receive incoming calls and transfer calls to other employees.

Outbound calls

If you are calling from a browser or the Bitrix24 Messenger application, the call goes through the phone by default. Click the phone button to switch the call to the browser. If the button is blue, the call goes from the phone, and if the button is green, the call goes from the browser or the Bitrix24 Messenger app. To end the call on the phone, click Hang up.

The left form: the call goes through the phone. The right form: the call goes through the browser.

Incoming calls. An incoming call is going to the browser, Bitrix24 Messenger, mobile application and the phone at the same time. To answer the call, pick up the phone.